| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹66,830 | +11.38% | |
| 3 years | ₹1,80,000 | ₹2,36,211 | +31.23% | |
| 5 years | ₹3,00,000 | ₹4,90,691 | +63.56% | |
| 10 years | ₹6,00,000 | ₹16,47,467 | +174.58% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reverse Repo | Unspecified | Reverse Repo | 11.81% |
| Black Rock Global Funds - World Energy Fund | Unspecified | Foreign Mutual Funds | 10.17% |
| Tata Steel Ltd | Materials | Equity | 8.71% |
| Jindal Steel & Power Ltd | Materials | Equity | 7.89% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 7.55% |
| Hindustan Zinc Ltd | Materials | Equity | 4.75% |
| Oil India Ltd | Energy & Utilities | Equity | 4.64% |
| Hindalco Industries Ltd | Materials | Equity | 4.47% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 4.46% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 4.17% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 4.09% |
| Black Rock Global Funds - New Energy Fund | Unspecified | Foreign Mutual Funds | 3.90% |
| National Aluminium Company Ltd | Materials | Equity | 3.72% |
| Coal India Ltd | Materials | Equity | 3.15% |
| NMDC Ltd | Materials | Equity | 2.85% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.49% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 2.31% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.19% |
| Godawari Power & Ispat Ltd | Materials | Equity | 1.38% |
| Gujarat State Petronet Ltd | Energy & Utilities | Equity | 1.33% |
| Welspun Corp Ltd | Materials | Equity | 0.97% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.67% |
| Cash Margin | Unspecified | Cash Margin | 0.64% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.55% |
| Jindal Saw Ltd | Materials | Equity | 0.51% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 0.40% |
| IRM Energy Ltd. | Energy & Utilities | Equity | 0.26% |
| Net Payables | Unspecified | Net Payables | -0.03% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +25.1% | +17.8% | +20.0% | +17.9% |
| Category average (Equity Thematic) | +16.4% | +18.9% | +16.3% | -- |
| Rank (Equity Thematic) | 1 | 1 | 1 | -- |